View and manage item shipments in an agreement - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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English (United States)
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Intergraph Smart Materials
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(WPF)
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Smart Materials/Smart Reference Data Version
10.1

View the item shipments

  • Click the agreement number for which you want to view the item shipments. The Item Shipments tab displays information about all the items in the agreement. These items are grouped into two categories. The Preliminary Package Items section shows the items which are assigned to a PPL. The Not Packed Items section shows the items which are not completely assigned to a PPL.

    If an item is assigned to a release note, it no longer appears in the Not Packed Items section.

Move an item shipment to another preliminary package

  • Select the item and click Move Package Item Move_Pre_package_item. You can move an item to another preliminary package in the same PPL, in a different PPL, or in a new PPL. After moving an item to a different preliminary package, you can modify both the source and destination package details to update the gross and net weight.

View the packing work progress of the item shipments

  1. Click the Comparison Report tab to compare planned vs actual packing status of the item shipments for which packing has started. All the items (from the Submitted and In Progress (TC) PPLs) that are not completely included in the approved packing lists are displayed in the Pending Items section. You can delete or move the pending items from this tab.

    • To move a pending item to a different preliminary package, select the package item and click Move_Pre_package_item. You can move a pending item to another preliminary package in the same PPL, in a different PPL, or in a new PPL. After moving an item to a different preliminary package, you can modify both the source and destination package details to update the gross and net weight.

    • To delete a pending item, select the package item and click delete_preliminary_package.

  2. Click Preliminary Packages to view the status of all the preliminary packages in the Submitted and In Progress (TC) PPLs.

    • If the status of a preliminary package/PPL is Not Covered, Its items are not included in the approved packing lists.

    • If the status of a preliminary package/PPL is Covered, Its items are included in the approved packing lists.

    • If the status of a preliminary package/PPL is Partially Covered, some of its items are included in the approved packing lists.

    • To move a preliminary package to another PPL, select the package and clickMove_Pre_package_item . You can move a preliminary package to an existing PPL or to a new PPL.

    • To delete a preliminary package, select the package and click delete_preliminary_package.

  3. Click a package from the Package Number column to view more detailed information about the package items in that preliminary package. For example, you can view the exact number of items that are not yet covered in the packing lists. You can also move or delete a package item.

    • To move a package item to another preliminary package, select the package item and click Move_Pre_package_item. You can move a package item to another preliminary package in the same PPL, in a different PPL, or in a new PPL.

    • To delete a package item, select the package item and click delete_preliminary_package.

  4. If required, click View Packing List Details and select a packing list to view information about that packing list and the packages in it.

    SHARED Tip You can click Manage Release Notes to navigate to the Expediting section and create release notes for this agreement.

Confirm fulfilment of the item shipments

  • Click Confirm Fulfilment. The application checks if all the item shipments are assigned to preliminary packages and all the PPLs are submitted. If these two conditions are met, then PPL_FULFIL_DATE (in the database) is set to the current date. Generally this is one of the milestone in the contract with the supplier.

    • The supplier gets an email when you confirm fulfilment of the item shipments. You can also notify the engineering team about the fulfilment.

    • After you confirm fulfilment of an agreement, this button is unavailable. However, this button becomes available again, if a new supplement is created.